Ian B. MacCallum
Portfolio Manager-Fixed Income bij Cannell & Co.
Profiel
Mr. Ian B.
MacCallum is an Executive Vice President at Peter B.
Cannell & Co., Inc. He joined the firm in January 2014.
Mr. MacCallum began his career in 1976 as a security analyst with the New York Stock Exchange specialist firm, Walter N.
Frank & Co. In 1981, he joined Cyrus J.
Lawrence & Co. as a Portfolio Manager.
In 1987, Mr. MacCallum joined J.
& W.
Seligman & Co. where he served as Vice President and later Senior Vice President responsible for the asset management of high net worth individuals.
He continued this work as Senior Vice President at U.S.
Trust Company following its acquisition of Seligman’s high net worth business in 1995.
In 1999, Mr. MacCallum joined Klingenstein, Fields & Co., L.L.C.
as a Senior Vice President until December 2013.
He graduated with a BA in Economics from Gettysburg College and received an MBA from Seton Hall University.
Actieve functies van Ian B. MacCallum
Bedrijven | Functie | Begin |
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Cannell & Co.
Cannell & Co. Investment ManagersFinance Cannell & Co. is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Peter B. Cannell in 1973 as Peter B. Cannell & Co., Inc. They are a subsidiary of PBC Acquisition Corp., Inc. PBC manages assets on behalf of individuals, pension and profit-sharing plans, trusts, estates, non-profit organizations, partnerships, corporations and other business entities. | Portfolio Manager-Fixed Income | 01-01-2014 |
Eerdere bekende functies van Ian B. MacCallum
Bedrijven | Functie | Einde |
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Klingenstein, Fields & Co. LP
Klingenstein, Fields & Co. LP Investment ManagersFinance Klingenstein, Fields & Co. LP, do-business-as Klingenstein Fields Advisors (KF Advisors), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Ken Fields and Fred Klingenstein in 1989 as Klingenstein, Fields & Co. LLC. In 2020, they reverted to limited partnership form as Klingenstein, Fields & Co. LP. KF Advisors provides personalized wealth and investment management to address the complex needs of individuals, families and non-profit institutions and help them fulfill their legacies and financial goals. | Portfolio Manager-Equities | - |
J.&W. Seligman & Co., Inc.
J.&W. Seligman & Co., Inc. Investment ManagersFinance Founded in 1864, J. & W. Seligman & Co., Inc. manages the Seligman family of mutual funds, the Tri-Continental fund and offshore funds, as well as separate institutional and individual portfolios. Based in New York City, the firm offers separate growth, value, and theme-oriented investment approaches for its US portfolios. | Corporate Officer/Principal | - |
Walter N. Frank & Co. LLC
Walter N. Frank & Co. LLC Investment Banks/BrokersFinance Part of The Goldman Sachs Group, Inc., Walter N. Frank & Co. LLC is a private company that provides securities brokerage services on the New York Stock Exchange. Walter N. Frank & Co. LLC is based in New York, NY. Walter N. Frank & Co. was acquired by The Goldman Sachs Group, Inc. on June 26, 2002. | Corporate Officer/Principal | - |
Cyrus J. Lawrence, Inc.
Cyrus J. Lawrence, Inc. Investment ManagersFinance Cyrus J. Lawrence, Inc. provides investment advice. The private company is based in New York, NY. | Corporate Officer/Principal | - |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
Opleiding van Ian B. MacCallum
Gettysburg College | Undergraduate Degree |
Seton Hall University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 6 |
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Klingenstein, Fields & Co. LP
Klingenstein, Fields & Co. LP Investment ManagersFinance Klingenstein, Fields & Co. LP, do-business-as Klingenstein Fields Advisors (KF Advisors), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Ken Fields and Fred Klingenstein in 1989 as Klingenstein, Fields & Co. LLC. In 2020, they reverted to limited partnership form as Klingenstein, Fields & Co. LP. KF Advisors provides personalized wealth and investment management to address the complex needs of individuals, families and non-profit institutions and help them fulfill their legacies and financial goals. | Finance |
J.&W. Seligman & Co., Inc.
J.&W. Seligman & Co., Inc. Investment ManagersFinance Founded in 1864, J. & W. Seligman & Co., Inc. manages the Seligman family of mutual funds, the Tri-Continental fund and offshore funds, as well as separate institutional and individual portfolios. Based in New York City, the firm offers separate growth, value, and theme-oriented investment approaches for its US portfolios. | Finance |
Cannell & Co.
Cannell & Co. Investment ManagersFinance Cannell & Co. is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Peter B. Cannell in 1973 as Peter B. Cannell & Co., Inc. They are a subsidiary of PBC Acquisition Corp., Inc. PBC manages assets on behalf of individuals, pension and profit-sharing plans, trusts, estates, non-profit organizations, partnerships, corporations and other business entities. | Finance |
Walter N. Frank & Co. LLC
Walter N. Frank & Co. LLC Investment Banks/BrokersFinance Part of The Goldman Sachs Group, Inc., Walter N. Frank & Co. LLC is a private company that provides securities brokerage services on the New York Stock Exchange. Walter N. Frank & Co. LLC is based in New York, NY. Walter N. Frank & Co. was acquired by The Goldman Sachs Group, Inc. on June 26, 2002. | Finance |
Cyrus J. Lawrence, Inc.
Cyrus J. Lawrence, Inc. Investment ManagersFinance Cyrus J. Lawrence, Inc. provides investment advice. The private company is based in New York, NY. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |